3 results found

1. Automated Estimate/proposals

   It would be useful when creating an estimate, to have the ability to enter in product's width and length and have it automatically calculate how much of the product will be used, along with hrs. it will take to complete said project.

   6 votes

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   Started  ·  0 comments  ·  Estimates & Invoices  ·  Delete…  ·  Admin →
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2. Accepting Down payments on jobs (Accrual basis of accounting)

   Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W

   Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need to collect by the time the job gets finished because they are seeing two invoices and one payment.

   Is there anyone in the roofing industry that has found a better way to do this. Please remember you need to be on the accrual basis of accounting for this problem.

   Your suggestions are much appreciated!

   Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W

   Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need… more

   5 votes

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   Started  ·  1 comment  ·  Payments  ·  Delete…  ·  Admin →
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3. Remove Subtotal and Total from Estimates

   It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.

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   0 comments  ·  Estimates & Invoices  ·  Delete…  ·  Admin →
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   Started  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   We are adding some display functionality in estimates that allows for showing/hiding totals and section totals. This will be ready in the next 3-4 weeks.